Importing Your W-2, 1099, and 1098 Forms
The import feature in TurboTax Basic, Deluxe, Premier, and Home & Business securely retrieves W-2, 1099, and 1098 data from thousands of participating employers and financial institutions, saving time and data entry errors.
What can I import?
Information from the following forms can be imported from participating employers and institutions:
- Form W-2 (Wages and Tax Statement)
- Form 1098 (Mortgage Interest Statement)
- Form 1099-B (Proceeds from Broker and Barter Exchange)
- Form 1099-DIV (Dividend Income)
- Form 1099-INT (Interest Income)
- Form 1099- MISC (Miscellaneous Income)
- Form 1099-OID (Original Issue Discount)
- Form 1099-R (Retirement Plan Distributions)
Here's what cannot be imported:
- Data from non-participating employers or financial institutions.
- Prior-year data from participating employers and financial institutions.
- Employee Stock Purchase Plan (ESPP) information.
In addition, you should be aware that:
- TurboTax Online Free Edition and TurboTax Business do not support data import.
- Most employers and financial institutions won't have data ready for import until February.
- There is a limit to the number of transactions you can import from your broker. More info
Importing your W-2
TurboTax uses the EIN you enter to determine whether you can import your W-2. Here's how to get there:
- Open your return in TurboTax.
- Click Federal Taxes (or Personal if using Home & Business) and proceed through the interview until you get to the Let's Start With a Bit of Info From Your W-2 screen.
- Enter the Employer Identification Number (EIN) and click Continue.
- If TurboTax recognizes your employer as a participating W-2 partner, you'll see Great News! We Can Enter Your W-2 For You.
- If your employer isn't a participating W-2 partner, you'll see a different screen where you can manually enter your W-2. The rest of these steps will not apply.
- Enter the requested info, which vary by employer. For example:
- Your employee benefit account user name and password;
- Your Social Security number and your employee benefits account PIN;
- Your Social Security number, EIN, and the info from your W-2's Box 1 and Box d.
- If you need help finding your credentials, use the payroll provider's contact info provided on the screen.
- Enter your credentials and then click the Import My W-2 button at the bottom of the screen.
If you need to import multiple W-2 forms in TurboTax:
- Click the Federal Taxes tab, and then click Wages & Income. (Home & Business version: Click thePersonal tab, and then click Personal Income.)
- Click the Select Specific Topics button.
- To the right of the first entry, W-2 Income, click View List to expand the topics list.
- Click the Revisit button.
- Click the Add Another W-2 button. (Joint returns will have two buttons, one for each taxpayer; make sure to click the correct one.)
Importing your 1098 or 1099
Select your TurboTax version for instructions. Which one am I using?
- In TurboTax Online, select Tools in the upper right corner, and then click Topic Search in the Tools Center window.
- Type import in the "I'm looking for" field.
- Scroll through the list to find the specific topic you want (for example, importing 1099 information) and then click Go.
- Follow the on-screen instructions.
TurboTax CD/Download software
- From the File menu, select Import, and then select From Financial Institutions.
- Wait a moment while TurboTax updates the list.
- Select your financial institution from the list and click Continue.
- Enter your login information for your financial institution and then click Continue.
- Follow the onscreen instructions.